Position in IX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,346
+$3,671 QoQ
Shares Held
456
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#237
of 315 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $27,514 across 4 Financial Conglomerates names. IX ranks #1 (63.0% of the industry book) .
All Filings in IX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,346 | 456 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,675 | 456 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,866 | 235 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,656 | 140 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,152 | 140 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,948 | 189 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,974 | 28 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,829 | 33 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,672 | 33 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,085 | 28 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,614 | 28 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,285 | 35 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,645 | 29 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,380 | 29 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,737 | 34 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,392 | 48 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,628 | 55 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $5,699 | 56 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,208 | 108 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||